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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM VAUGHAN COMPANY5 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $11,550 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $653 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,594 | $59,584-13.4% | $86,868-40.6% | $79,393-35.0% |
| Participation rate | 93.8% | 67.7%+26.2pp | 71.6%+22.2pp | 70.7%+23.1pp |
| Annual return | 15.06% | 23.15%-8.1pp | 63.53%-48.5pp | 116.87%-101.8pp |
| Employer contribution / active EE | $732 | $1,768-58.6% | $2,496-70.7% | $2,428-69.8% |
| Participant deferral / active EE | $2,969 | $3,036-2.2% | $3,699-19.7% | $4,046-26.6% |
| Admin fee / account holder | $82 | $604-86.4% | $5,829-98.6% | $627-86.8% |